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Your capital is at risk. Investments can fluctuate in value and you may get back less than you invest. Past performance is not a guide to future performance. Tax rules can change at any time.

I offer advice on limited types of products. Primarily, I will advise on strategy funds and tax wrappers held on the True Potential Wealth Platform. In circumstances where the True Potential Wealth Platform does not have a product to meet your needs, I will broaden my research to other companies with products not available on the True Potential Wealth Platform. You may ask me for a list of those companies.